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Welcome Fidelity Investments

We are pleased to announce the latest custodian to be working with Green Valley Wealth Advisors, Fidelity Investments.

Take a video tour of Fidelity's trading capabilities and services

As an independent investment advisor, we do not hold assets for our clients. We exercise only a limited power of attorney to direct a client's trades within the client's account as per terms agreed upon with each client.

Our client accounts are titled in the client's name only and are held at one of the most reputable discount brokerage houses in the country -- Fidelity Investments1. Any disbursements from that account may only be made to the client at his address of record, or the client's bank account.

We are not employees of the custodian, and receive no compensation from them for placing trades through them. We are free to select any discount brokerage house or trust company to provide custody for client accounts. We choose to primarily use Fidelity Institutional Wealth Services, a Fidelity Investments company, based on the best combination of services, cost to our clients and their financial strength. No one ever has to worry about the financial integrity of our custodian.

Fidelity Institutional Wealth Services offers a powerful set of capabilities for registered investment advisors like Green Valley. They provide sophisticated wealth management investment strategies and services, extensive practice management resources, and a flexible, open technology environment all backed by one of the strongest wealth management platforms in the business.

Clients receive a monthly statement summarizing investment positions, transaction activities for the current period, and cost basis. Statements integrate brokerage assets, assets held in trust, assets held away2, non-marketable securities, and cash management – all in one report.

What’s more, Fidelity delivers electronic copies of trade confirms and statements to you for convenient viewing on their secure web site. Your annual tax reporting includes tax lot accounting, a year-end summary statement, consolidated 1099 tax forms, and retirement Form 5498. Fidelity provides an electronic link and other back office support to Green Valley Wealth Advisors, which allows us to direct and monitor client accounts on a daily basis.

For additional protection, brokerage accounts maintained with Fidelity Brokerage Services LLC (FSB), a Fidelity Investments company, are protected by the Securities Investor Protection Corporation (SIPC) with insurance up to $500,000 in accounts you hold in each separate account capacity (examples: joint tenant or sole owner), with a limit of $100,000 for claims of cash balances by the Securities Investor Protection Corporation (SIPC). Fidelity has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Account protection does not protect against a decline in the market values of securities.

Retaining Green Valley Wealth Advisors is a very simple process. We manage all asset transfers from start to finish, so you don't have to.

1 Fidelity Institutional Wealth Services, National Financial Services LLC, Fidelity Brokerage Services LLC, and Fidelity Capital Markets Services are affiliates of Fidelity Investments. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC, Member, NYSE, SIPC.

2 Information for assets not custodied by Fidelity Brokerage Services LLC ("Assets Held Away") is provided by the investment advisor or outside parties and is included for information purposes only. These positions are not part of the end-client's brokerage account carried by Fidelity Brokerage Services LLC and therefore, any SIPC account protection afforded to the end-client's account through Fidelity Brokerage Services LLC does not cover these assets. Fidelity Brokerage Services LLC is not responsible for the information provided and does not guarantee the accuracy or timeliness of the assets or prices reported.

These materials have been independently produced by Green Valley Wealth Advisors. Green Valley is independent of, and has no affiliation with Fidelity Investments.

Green Valley Wealth Advisors | July 29, 2009

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Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.